2020-05-20T10:44:28-05:00 2019-08-31 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2018-09-01 050270487 THE WINCHENDON SCHOOL INC WINC 9782971223 172 ASH STREET WINCHENDON MA 01475 JOHN A KERNEY CEO 9782971223 2020-05-14 1 LORI ROTHE YOKOBOSKY CPA P01273422 9592007000 2020-05-12 209.59.242.22 2020-05-14 13:15:04 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 238159564A7F207AC3E2D33505B4833284B8AC6F 2018 2020-09-23 17:36:50Z JOHN A KERNEY 172 ASH STREET WINCHENDON MA 01475 16917424 0 X WWW.WINCHENDON.ORG X 1962 MA AT THE WINCHENDON SCHOOL, WE EQUIP EACH STUDENT WITH THE ESSENTIAL SKILLS AND HABITS OF MIND TO SUCCEED IN COLLEGE AND BEYOND. 16 15 164 0 243437 -12438 533018 118434 12999297 13370515 793419 667821 260780 216402 14586514 14373172 4542720 4287687 0 0 6052584 6475351 0 0 253073 5169661 5564908 15764965 16327946 -1178451 -1954774 66615185 66731249 17481705 17740732 49133480 48990517 AT THE WINCHENDON SCHOOL, WE EQUIP EACH STUDENT WITH THE ESSENTIAL SKILLS AND HABITS OF MIND TO SUCCEED IN COLLEGE AND BEYOND. 0 0 13463360 4287687 13251426 TO PROVIDE EDUCATIONAL SERVICES IN PREPARING APPROXIMATELY 250 YOUNG MEN AND WOMEN FOR HIGHER EDUCATION. 13463360 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 1 23 0 1 164 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X EUGENIE SMITH FINANCE DIRECTOR 9782971223 172 ASH STREET WINCHENDON MA 01475 GLENN A HUNT PRESIDENT OF BOARD 2.00 2.00 X X 0 0 0 CHRISTOPHER K FRAME VICE PRESIDENT OF BOARD 1.00 1.00 X X 0 0 0 D CANE CALLON CLERK 1.00 1.00 X X 0 0 0 DR JERRY LARSON TREASURER 1.00 1.00 X X 0 0 0 MANUEL CARBALLO TRUSTEE 1.00 1.00 X 0 0 0 JOSEPH T DOCKERY TRUSTEE 1.00 1.00 X 0 0 0 JESSICA HEINZER TRUSTEE 1.00 1.00 X 0 0 0 JAMES HEUTEL TRUSTEE 1.00 1.00 X 0 0 0 EMILIE K HINMAN TRUSTEE 1.00 1.00 X 0 0 0 JOHN HIPP TRUSTEE 1.00 X 0 0 0 JOHN A KERNEY CEO 35.00 25.00 X X 284784 0 41671 TRACY MATHIEU HUFFMAN TRUSTEE 1.00 1.00 X 0 0 0 SEAN M MURPHY TRUSTEE 1.00 1.00 X 0 0 0 DR LAURIE NOLAN KELLEY TRUSTEE 1.00 1.00 X 0 0 0 GEORGE J LADEAU OUTGOING CLERK 1.00 1.00 X X 0 0 0 PETER VILLARI TRUSTEE 1.00 1.00 X 0 0 0 GAIL WHIPPLE TRUSTEE 1.00 1.00 X 0 0 0 LAUREN LAMBERT HEAD OF SCHOOL 55.00 X 148402 0 77492 SCOTT POTTBECKER CHIEF OPERATING OFFICER 55.00 X 197787 0 19160 JOHN DUNCAN HEAD OF SCHOOL BROOKLYN 1.00 55.00 X 92856 38403 8156 723829 38403 146479 3 0 1 0 SAGE DINING SERVICES 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 DINING 805249 JAMES VARTANIAN CONSULTING 29 SNOWY OWL LANE WORCESTER MA 01605 CONSULTING & CONTRACTING 102316 2 118434 118434 TUITION & FEES 611710 13251426 13251426 SUMMER SCHOOL & CAMPS 611710 119089 119089 13370515 621903 621903 22200 0 22200 22200 22200 2580200 9970 2544252 0 35948 9970 45918 45918 ICE RINK RENTAL 713990 124348 124348 MISCELLANEOUS INCOME 900099 69854 69854 194202 14373172 13251426 243437 759875 4287687 4287687 332223 66444 166112 99667 92769 92769 4686391 3742051 888583 55757 266413 216358 50055 760754 592958 155502 12294 336801 260544 69254 7003 62100 62100 142459 142459 37210 37210 108568 104342 1812 2414 152146 41416 110730 150457 106325 29421 14711 1050201 972763 69695 7743 168523 51965 98704 17854 232430 174323 58107 1428977 1286079 128608 14290 151920 151920 FOOD SERVICE AND RELATE 1013243 1013243 EDUCATIONAL EXPENSES AN 265167 265167 ADMISSIONS DEPARTMENTAL 263720 263720 ATHLETICS 85236 85236 252551 103690 127521 21340 16327946 13463360 2611513 253073 1926498 693502 3007417 859472 1478152 3023191 19737 17750 11423 344062 514002 41167466 16398699 25755579 24768767 32928523 34856226 1155217 1986916 66615185 66731249 706208 599420 8565031 9508245 7840469 7420707 296342 155751 73655 56609 17481705 17740732 X 46949100 46880299 846106 771944 1338274 1338274 49133480 48990517 66615185 66731249 -1954774 1811811 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 6500 701812 0 0 0 296342 140591 155751 1 2101745 131073 122600 2110218 1965000 236745 100000 2101745 1677933 143294 156043 12270 1965000 1472914 75000 130019 1677933 1234460 246456 3998 12000 1472914 0.63400 0.36600 0 0 870364 870364 27652309 9859024 17793285 1479868 809779 670089 8592601 4321083 4271518 2572324 1408813 1163511 24768767 ANNUITY PAYABLE 8426 CAPITAL LEASE PAYABLE 48183 56609 X 11754837 1811811 -4287687 -2475876 14230713 142459 142459 14373172 11897800 0 11897800 142459 4287687 4430146 16327946 PART V, LINE 4: EARNINGS FROM THE SCHOOL'S ENDOWMENT FUNDS ARE TO BE USED TO SUPPORT FINANCIAL AID AND GENERAL OPERATING EXPENDITURES OF THE SCHOOL THROUGH ANNUAL DISCRETIONARY APPROPRIATIONS AUTHORIZED BY THE BOARD OF TRUSTEES. PART X, LINE 2: THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS AT AUGUST 31, 2019 AND 2018. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2016 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE SCHOOL HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -4,287,687. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,287,687. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY PUBLICIZED IS POSTED IN RINK, HUMAN RESOURCE, FACULTY ROOM AND MAINTENANCE ROOMS. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 STUDENT RECRUITMENT 59236 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 STUDENT RECRUITMENT 37613 EUROPE - SPAIN, SWEDEN, CZHECHIA 0 0 STUDENT RECRUITMENT 29328 0 0 0 0 0 0 126177 0 126177 0 0 0 0 0 0 PART I, LINE 3: ACCRUAL BASIS OF ACCOUNTING 1 FINANCIAL AID 162 4287687 CASH VALUE TUITION DISCOUNT PART I, LINE 2: FINANCIAL AID AWARDS ARE DETERMINED BY THE FINANCIAL NEED OF THE FAMILY, BASED ON A FAMILY'S INCOME AND EXPENSES, ASSETS AND DEBTS, NUMBER OF FAMILY MEMBERS, COST OF LIVING INDEX, ETC, AND AS ESTABLISHED BY AN INDEPENDENT ORGANIZATION USED BY MOST PRIVATE SCHOOLS (SCHOOL AND STUDENT SERVICE (SSS) BY NAIS). IF THE STUDENT DOES NOT CONSISTENTLY MEET EXPECTATIONS OR IF THE FAMILY'S FINANCIAL CIRCUMSTANCE IMPROVES OVER THE STUDENT'S TENURE AT OUR SCHOOL, THEN THE AWARD WILL BE MODIFIED TO REFLECT THE FINANCIAL NEED OF THE FAMILY. X 1 1 X X X 0 0 0 0 0 0 0 0 0 JOHN A KERNEY CEO 284268 0 0 0 516 0 22388 0 19283 0 326455 0 0 0 LAUREN LAMBERT HEAD OF SCHOOL 148264 0 0 0 138 0 15313 0 62179 0 225894 0 0 0 SCOTT POTTBECKER CHIEF OPERATING OFFICER 197575 0 0 0 212 0 18250 0 910 0 216947 0 0 0 PART I, LINE 1A HOUSING IS PROVIDED TO THE HEAD OF SCHOOL AS A CONDITION OF HER EMPLOYMENT, IN ORDER TO EFFECTIVELY PERFORM HER DUTIES AS THE HEAD OF A BOARDING SCHOOL. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2013-09-17 2025750 REFINANCE 2010 ISSUE AND FINANCE CONSTRUCTION OF ACADEMIC AND DINING CENTER 0 0 0 A 2025750 9500000 34500 6087126 3378374 2014 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 MARILY KERNEY CEO'S SPOUSE 27319 ADMINISTRATIVE ASSISTANCE, INCLUDING COORDINATION OF TRAVEL SCHEDULES, DEVELOPMENT AND ALUMNI VISITS, DOCUMENTATION OF BOARD MEETINGS, EVENTS AND EVENT HOSTESS. 0 NICHOLAS HUNT SON OF BOARD PRESIDENT 65450 MAINTENANCE SUPERVISOR 0 FORM 990, PART VI, SECTION A, LINE 2 GEORGE J. LADEAU AND GLENN A. HUNT HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DRAFT OF THE RETURN IS MADE AVAILABLE TO THE FULL BOARD FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C EACH PERSON SHALL ANNUALLY COMPLETE AND SIGN A DISCLOSURE STATEMENT AND GIVE THE STATEMENT TO THE PRESIDENT OF THE CORPORATION, OR HIS/HER DESIGNEE. THE DISCLOSURE STATEMENTS SHALL BE MADE AVAILABLE UPON REQUEST OF ANY PERSON. INFORMATION ABOUT CONFLICTS CONTAINED IN SUCH STATEMENTS SHALL BE DISTRIBUTED PERIODICALLY TO PERSONS, IN THE DISCRETION OF THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS HIRE AND PERFORM AN ANNUAL PERFORMANCE REVIEW AND SET GOALS WITH THE CEO. COMPENSATION IS SET ACCORDINGLY AND ALSO CONSIDERS COMPARATIVE DATA FROM OTHER SIMILAR INSTITUTIONS. THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. THE WINCHENDON SCHOOL - BROOKLYN 352-358 CLASSON AVENUE BROOKLYN NY 112381306 830848450 PRIVATE SCHOOL SERVING GRADES 9-12. NY 501(C)(3) LINE 2 THE WINCHENDON SCHOOL 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0